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SandRidge Energy, Inc. (SD) Q4 2025 Earnings Call Transcript

Seeking Alpha
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SandRidge Energy reported Q4 2025 earnings missing estimates, with EPS at $0.34 (down $0.03) and revenue at $39.4M (1.1% YoY growth), falling $4.3M short of projections. Annual production rose 12% to 18.5 MBoe/day, with oil output surging 32% YoY, driven by its Cherokee Play development program. CEO Grayson Pranin highlighted operational strength despite financial misses, citing the company’s development strategy as a key growth driver. Executives warned of forward-looking risks, noting potential material deviations from projections due to market uncertainties outlined in SEC filings. Non-GAAP metrics like adjusted EBITDA were referenced, with reconciliations available on the company’s website for investor transparency.
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SA Transcripts158.83K FollowersFollow5ShareSaveCommentsQ4: 2026-03-04 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.34 misses by $0.03 | Revenue of $39.40M (1.10% Y/Y) misses by $4.30M SandRidge Energy, Inc. (SD) Q4 2025 Earnings Call March 5, 2026 2:00 PM EST Company Participants Scott Prestridge - SVP of Finance & StrategyGrayson Pranin - President, CEO & DirectorJonathan Frates - Executive VP & CFODean Parrish - Senior VP & COOBrandon Brown - Senior VP & Chief Accounting Officer Conference Call Participants Christopher Dowd - Third Avenue Management LLCSergey Pigarev - Freedom Broker, Research Division Presentation Operator Hello, everyone. Thank you for joining us, and welcome to the Q4 2025 SandRidge Energy Conference Call. [Operator Instructions] I will now hand the call over to Scott Prestridge, Senior Vice President of Finance and Strategy. Please go ahead. Scott PrestridgeSVP of Finance & Strategy Thank you, and welcome, everyone. With me today are Grayson Pranin, our CEO; Jonathan Frates, our CFO; Brandon Brown, our CAO; as well as Dean Parrish, our COO. We would like to remind you that today's call contains forward-looking statements and assumptions, which are subject to risks and uncertainties, and actual results may differ materially from those projected in these forward-looking statements. These statements are not guarantees of future performance, and our actual results may differ materially due to known and unknown risks and uncertainties as discussed in greater detail in our earnings release in our SEC filings. We may also refer to adjusted EBITDA and adjusted G&A and other non-GAAP financial measures. Reconciliations of these measures can be found on our website. With that, I'll turn the call over to Grayson. Grayson PraninPresident, CEO & Director Thank you, and good afternoon. I'm pleased to report on a strong quarter and the year for the company. Production averaged 18.5 MBoe per day during the full year, an increase of 12% on a Boe basis and 32% on oil versus 2024, benefited by our operated development program in the Cherokee Play

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